Business Succession Planning

Increase your AUM and sell more life insurance by tapping into the baby boomer business owner market.

You only get one chance to sell your business.

What Every Financial Advisor Must Know about Business Succession Planning:

Business owners stink at planning for retirement! They invest everything into their business (un-diversified portfolio) and 78% of them count on the sale of their business to fund their retirement (un-guaranteed income stream). Source: Cornerstone Business Services. Often times, they work until they’re burnt out, then their business suffers, along with their retirement plan.

Learn how to connect with business owners – even if they’re not looking to sell anytime soon – to help them not only maximize the value of their business, but design a better retirement plan than hope. You’ll increase your AUM, increase your life insurance sales, all while doing the right thing for your clients (that no one else is talking to them about!)

Scott Bushkie, CBI, M&AMI is a thought-leader in the world of business succession planning, and has developed a proven process to help business owners through, quite possibly, the biggest sale or purchase of their lifetime. A key part of this offer is an Estimate of Value, which is appropriate for:

Business owners considering a sale

Estate planning/Buy Sell Agreements

Internal transition to next generation/current management

Buying a business

Benchmarking

Strategic planning

Fill out the Cornerstone “Request Info” Form for a copy of an EOV Form.

An EOV is normally $2,000. Save $100 through Real Wealth® – use for your clients, or even your own business!